SFS
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Sowell Financial Services’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Sowell Financial Services’s Portfolio AIVL Stock Details AIVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-96
Closed -$10K – 576
2021
Q1 		$10K Sell
96
-318
-77% -$28.2K ﹤0.01% 2301
2020
Q4 		$35K Buy
414
+2
+0.5% +$161 ﹤0.01% 1522
2020
Q3 		$31K Hold
412
– – ﹤0.01% 1370
2020
Q2 		$30K Buy
412
+1
+0.2% +$72 ﹤0.01% 1330
2020
Q1 		$27K Buy
411
+93
+29% +$7.72K ﹤0.01% 1273
2019
Q4 		$29K Sell
318
-3,145
-91% -$281K ﹤0.01% 1308
2019
Q3 		$303K Buy
+3,463
New +$297K 0.03% 534
2019
Q1 		$383K Sell
4,476
-75
-2% -$6.24K 0.04% 403
2018
Q4 		$350K Buy
+4,551
New +$385K 0.05% 353
2017
Q1 		– Sell
-318
Closed -$26K – 264
2016
Q4 		$26K Buy
+318
New +$25.1K 0.01% 396

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SPIA
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